OFFSHORE INVESTMENT

What is an offshore investment?

Offshore investing refers to a wide range of investment strategies that capitalise on advantages offered outside of an investor’s home country.
 

Offshore investments are an attractive option when a parent has provided capital to a minor. They can also be a favoured choice for those who expect their marginal rate of tax to fall. Investors, entitled to an age-related allowance or expatriates investing while non-resident could also benefit from making offshore investments.

We offer access to a range of offshore solutions, designed for investors who would like to invest regularly, or as a one-off lump sum.

Why set up offshore investments?

  • Maximise growth prospects
  • Spread risk
  • Enjoy access to a range of carefully selected and monitored Investment Managers
  • Choose a regular and predictable ‘income’
  • Switch between funds easily
  • Reduce your personal liability to Income and Capital Gains Taxes

The information presented is based on existing legislation and HM Revenue & Customs practice. It does not amount to tax planning advice. Any potential investor who is unsure of their tax position is recommended to take advice before investing.

The value of this investment will be directly linked to the performance of the funds you select, and the value could therefore go down as well as up. You may get back less than you initially invested.

Currency movements may also affect the value of investments.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Testimonials

I have known her as our family Financial Adviser for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Retired Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards
Manager

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